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CEFZ

RiverNorth Active Income ETF

29 hedge funds and large institutions have $20.6M invested in RiverNorth Active Income ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

32% more funds holding

Funds holding: 2229 (+7)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

2% more capital invested

Capital invested by funds: $20.3M → $20.6M (+$312K)

0.52% less ownership

Funds ownership: 56.73%56.21% (-0.52%)

Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
5
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.77M -$203K -24,785 -3%
PAS
2
Park Avenue Securities
New York
$5.43M -$142K -17,331 -3%
WA
3
Waverly Advisors
Alabama
$2.51M -$13.4K -1,638 -0.5%
WA
4
Waddell & Associates
Tennessee
$1.17M +$28.7K +3,508 +3%
AWM
5
AE Wealth Management
Kansas
$917K +$917K +111,913 New
MML Investors Services
6
MML Investors Services
Massachusetts
$752K -$8.39K -1,024 -1%
TSWM
7
Triangle Securities Wealth Management
North Carolina
$741K +$2.99K +365 +0.4%
GS
8
GTS Securities
New York
$474K +$371K +45,289 +359%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$329K +$19.2K +2,348 +6%
IFG
10
Independent Financial Group
California
$209K
ICMP
11
Integrated Capital Management (Pennsylvania)
Pennsylvania
$198K +$198K +24,182 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$190K
GLR
13
Great Lakes Retirement
Ohio
$171K +$171K +20,821 New
Osaic Holdings
14
Osaic Holdings
Arizona
$123K +$1.74K +212 +1%
LAS
15
Lloyd Advisory Services
Georgia
$121K +$121K +14,740 New
Creative Planning
16
Creative Planning
Kansas
$97.3K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$97K
AWA
18
Authentikos Wealth Advisory
California
$90.1K +$90.1K +10,997 New
PMFA
19
Plante Moran Financial Advisors
Michigan
$87K
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$36.3K
KFG
21
Kingdom Financial Group
Arizona
$29.7K +$29.7K +3,627 New
Bank of America
22
Bank of America
North Carolina
$21.4K +$21.4K +2,609 New
AF
23
Allworth Financial
California
$19.5K +$19.5K +2,381 New
FFA
24
Farther Finance Advisors
California
$6.49K +$6.49K +792 New
NA
25
Networth Advisors
Pennsylvania
$6.47K +$6.47K +790 New

CEFZ Hedge Fund Activity: Q4 2025 in Review

29 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Active Income ETF (CEFZ) for Q4 2025, worth a combined $20.6M — up 1.5% from $20.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CEFZ positions and 5 closed out — a net gain of 7 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $917K. The largest seller was Citadel Advisors, exiting entirely with an estimated $586K sold.

  • 29 institutional investors held RiverNorth Active Income ETF (CEFZ) as of Q4 2025, up from 22 in Q3 2025.
  • Funds reported $20.6M of RiverNorth Active Income ETF stock for Q4 2025, up 1.5% quarter-over-quarter.
  • 12 funds opened new RiverNorth Active Income ETF positions in Q4 2025 and 5 closed out, a net change of +7 holders.
  • The largest RiverNorth Active Income ETF buyer in Q4 2025 was AE Wealth Management, an estimated $917K added.
  • The largest RiverNorth Active Income ETF seller in Q4 2025 was Citadel Advisors, an estimated $586K sold.

Based on aggregated 13F filings for Q4 2025.